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Pathway To Salesforce (PTS)

433 members โ€ข Free

15 contributions to Pathway To Salesforce (PTS)
๐Ÿ’ผFULL PORTFOLIO PROJECT TITLE: SecureHire360 โ€“ Data Model & Security Overhaul for a UK Recruitment Firm
๐Ÿ“ Company: SecureHire Ltd A recruitment agency based in Manchester that connects tech professionals to contract and permanent jobs across the UK. ๐Ÿง  PROJECT BACKGROUND: SecureHire has recently migrated from spreadsheets to Salesforce. The company is growing fast, and leadership has asked YOU, their new Salesforce Admin, to build a secure, scalable data model that matches how the business actually works. Right now, everything is being dumped into the Account and Opportunity objects, and data is being viewed and edited by the wrong people. Leadershipโ€™s biggest concern? - Recruiters are seeing salary info they shouldnโ€™t - Sales reps are editing candidates they donโ€™t manage - Managers want reports by industry, recruiter, and region - Finance wants visibility into payments only - Data structure is messy, reporting is unreliable, and data access is out of control ๐Ÿ”ง YOUR TASK (As the Admin): You are required to design and implement a proper Data Model and apply security controls to protect sensitive data and clean up the chaos. ๐Ÿ“ŠDATA MODEL โ€“ OBJECTS TO CREATE: ๐Ÿ”นCustom Object 1: Candidate__c Stores individual candidate information Fields to Create: - Full Name (Text) - Email (Email) - Phone (Phone) - Current Role (Text) - Expected Salary (Currency) - Availability Date (Date) - Assigned Recruiter (Lookup to User) - Region (Picklist โ€“ North, South, Midlands, Scotland, Remote) ๐Ÿ”นCustom Object 2: Job_Position__c Represents open job roles from client companies Fields to Create: - Job Title (Text) - Department (Picklist) - Salary Range (Currency) - Employment Type (Picklist โ€“ Contract, Permanent) - Hiring Manager (Lookup to Contact) - Status (Picklist โ€“ Open, Interviewing, Closed) - Linked Account (Lookup to Account) ๐Ÿ”นCustom Object 3: Placement__c Represents a match between a candidate and a job Fields to Create: - Candidate (Lookup to Candidate__c) - Job Position (Lookup to Job_Position__c) - Start Date (Date) - End Date (Date) - Placement Status (Picklist โ€“ Interviewing, Offered, Accepted, Rejected) - Recruiter (Lookup to User)
๐Ÿ’ผFULL PORTFOLIO  PROJECT TITLE: SecureHire360 โ€“ Data Model & Security Overhaul for a UK Recruitment Firm
1 like โ€ข 10d
Assignment completed
0 likes โ€ข 10d
Completed
๐Ÿง  WHO CAN FIX THIS? โ€” DATA INTEGRITY EDITION
A UK-based healthcare company is losing trust in their Salesforce reports. Hereโ€™s whatโ€™s happening: ๐Ÿ“ฅ Duplicate Leads and Contacts are being created by different reps ๐Ÿ“Š Revenue is being double-counted in dashboards ๐Ÿคฆ Management canโ€™t tell which pipeline data is accurate Youโ€™re the Admin. The company wants: โœ… Clean, accurate reports โœ… A way to warn or block users before duplicates are saved โœ… A lightweight solution that doesnโ€™t slow the sales team down Whatโ€™s your BEST move? ๐Ÿ‘‡ Drop your answer in the comments, and explain your reasoning. Letโ€™s see whoโ€™s thinking clearly under pressure ๐Ÿ˜ #WhoCanFixThis #DataIntegrity #SalesforceAdmin #DuplicateData
Poll
13 members have voted
๐Ÿง  WHO CAN FIX THIS? โ€” DATA INTEGRITY EDITION
0 likes โ€ข 22d
A: Matching rule identifies duplicate copies while validation ensures that certain criteria are met
TRAILHEAD,DATA IMPORT USING DATA IMPORT WIZARD
I Think am stucked, i was trying to import data on trailhead. I can't go pass without completing this task. I follow the instruction and still won't work, i will appreaciate if someone can rescue me:
PATHWAY AI WAITING LIST LANDING IN THE COMMUNITY TONIGHT BY 7PM
EVERYONE COMMENT "PATHWAY AI " AND I WILL SEND IT STRAIGHT TO YOUR INBOX
PATHWAY AI WAITING LIST LANDING IN THE COMMUNITY TONIGHT BY 7PM
2 likes โ€ข 24d
Wow this is good news
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Alex Odeli
3
44points to level up
@alex-odeli-5461
My name is Alex odeli, I have a degree in engineering, currently working as a support worker

Active 6h ago
Joined Oct 27, 2025
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